BT Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

BT Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$779K	Buy	9,288 +7	+0.1%	+$637	0.22%	28
2022 Q1	$926K	Hold	9,281	–	–	0.24%	27
2021 Q4	$982K	Buy	9,281 +7	+0.1%	+$731	0.27%	24
2021 Q3	$927K	Sell	9,274 -591	-6%	-$60.7K	0.29%	21
2021 Q2	$998K	Sell	9,865 -220	-2%	-$21.9K	0.3%	24
2021 Q1	$960K	Sell	10,085 -54	-0.5%	-$5.07K	0.32%	25
2020 Q4	$920K	Sell	10,139 -247	-2%	-$21.1K	0.34%	26
2020 Q3	$830K	Sell	10,386 -7,281	-41%	-$577K	0.36%	26
2020 Q2	$1.3M	Sell	17,667 -1,066	-6%	-$74.4K	0.66%	18
2020 Q1	$1.17M	Sell	18,733 -84	-0.4%	-$6.22K	0.67%	17
2019 Q4	$1.49M	Buy	18,817 +97	+0.5%	+$7.42K	0.76%	21
2019 Q3	$1.38M	Hold	18,720	–	–	0.77%	19
2019 Q2	$1.34M	Sell	18,720 -391	-2%	-$28.5K	0.77%	21
2019 Q1	$1.38M	Sell	19,111 -1,895	-9%	-$132K	0.81%	20
2018 Q4	$1.47M	Buy	+21,006	New	+$1.44M	0.63%	26

Other funds holding ACWI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MCM

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BT Wealth Management's ACWI Position: Q2 2022 in Review

BT Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.08% in Q2 2022, buying an estimated $637 and bringing the position to 9,288 shares worth $779K. The position accounts for 0.22% of the portfolio, ranked #28.

BT Wealth Management first reported a position in ACWI in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2019. 561 funds tracked by Wall St. Rank hold ACWI as of Q2 2022.

BT Wealth Management held 9,288 shares of iShares MSCI ACWI ETF worth $779K as of Q2 2022.
BT Wealth Management bought 7 iShares MSCI ACWI ETF shares in Q2 2022, an estimated $637.
iShares MSCI ACWI ETF made up 0.22% of BT Wealth Management's portfolio in Q2 2022, its #28 holding.
BT Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares MSCI ACWI ETF position peaked at $1.49M in Q4 2019.
561 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.